Instructions for Estate Administration

Informational Pamphlet

Complete form packets for Estate Administration

Below are pdf packets that contain all the forms required. Click to download.

Individual Forms for Estate Administration

The following are a collection of the individual forms one may need for all case types.

Form # Description
1.0 Surviving Spouse, Next of Kin, Legatees and Devisees Download
1.01 Classification Form For Estates Download
1.02 Certification Of Wills On Deposit Download
1.03 Verification of Trust Download
2.0 Application to Probate Will Download
2.1 Waiver of Notice of Probate of Will Download
2.2 Notice of Probate of Will Download
2.3 Entry Admitting Will to Probate Download
2.4 Certificate of Service of Notice of Probate of Will Download
3.0 Appointment of Appraiser Download
4.0 Application for Authority to Administer Estate Download
4.01 Entry Setting Hearing On Application To Administer Estate Download
4.1 Supplemental Application for Ancillary Administration Download
4.2 Fiduciary's Bond Download
4.3 Waiver of Right to Administer Download
4.4 Notice of Hearing on Appointment of Fiduciary Download
4.5 Entry Appointing Fiduciary; Letters of Authority Download
4.8 Fiduciary's Acceptance Download
5.0 Application to Relieve Estate from Administration Download
5.01 Entry Setting Hearing And Ordering Notice Download
5.10 Application for Summary Release Download
5.1 Assets and Liabilities of Estate to be Relieved from Administration Download
5.11 Entry for Summary Release Download
5.2 Waiver of Notice of Application to Relieve Download
5.3 Notice of Application to Relieve Estate from Administration Download
5.4 Publication of Notice (Proof of Publication) Download
5.5 Publication of Notice (Multiple Estates) Download
5.6 Entry Relieving Estate from Administration Download
5.9 Report of Distribution Download
6.0 Inventory and Appraisal Download
6.1 Schedule of Assets Download
6.2 Waiver of Notice of Hearing on Inventory Download
6.3 Notice of Hearing on Inventory Download
6.4 Entry Setting Hearing On Inventory Download
6.5 Entry Approving Inventory Download
7.0 Certification of Notice to Administrator of Medicaid Estate Recovery Program Download
7.1 Application for Family Allowance Download
7.2 Application for Apportionment of Family Allowance Download
7.21 Entry Setting Hearing And Ordering Notice Download
7.22 Entry On Apportionment Download
8.0 Citation to Surviving Spouse to Exercise Elective Rights Download
8.02 Entry Dispensing With Citation To Surviving Spouse Download
8.1 Election of Surviving Spouse to Take Under Will Download
8.2 Election of Surviving Spouse to Take Against Will Download
8.3 Summary of General Rights of Surviving Spouse Download
8.4 Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights Download
8.6 Waiver Of Service To Surviving Spouse Of The Citation To Elect Download
9.0 Application to Sell Personal Property Download
9.1 Entry Authorizing Sale of Personal Property Download
9.2 Notice of Sale of Personal Property Download
9.4 Application And Entry For Sale / Transfer Of Motor Vehicle Download
9.41 Surviving Spouse Affidavit For Motor Vehicle Download
10.0 Application to Distribute In Kind Download
10.01 Entry Setting Hearing And Ordering Notice Download
10.1 Entry Approving Distribution In Kind Download
10.2 Notice of Hearing on Application to Distribute in Kind Download
11.0 Consent to Power to Sell Real Estate Download
12.0 Application for Certificate of Transfer Download
12.1 Certificate of Transfer Download
12.2 Entry Issuing Certificate of Transfer Download
13.0 Fiduciary's Account Download
13.10 Notice to Extend Administration Download
13.1 Receipts and Disbursements Download
13.2 Assets Remaining in Fiduciary's Hands Download
13.3 Entry Approving and Settling Account Download
13.4 Waiver of Partial Account Download
13.5 Notice of Hearing on Account Download
13.6 Certificate of Termination Download
13.7 Waiver of Notice of Hearing on Account Download
13.81 Application for Additional Extension to Administer Estate Download
13.90 Certificate of Service of Account to Heirs and Beneficiaries Download
13.9 Certificate of Service of Account to Heirs and Beneficiaries Download
14.0 Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims Download
14.01 Entry Setting Hearing And Ordering Notice Download
14.1 Waiver and Consent - Wrongful Death and Survival Claims Download
14.2 Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims Download
14.3 Report of Distribution of Wrongful Death and Survival Claims Download
14.4 Entry Approving Report Of Distribution Download
22.0 Application to Settle a Minor's Claim Download
24.0 Representation of Insolvency Download
24.1 Judgment Entry Setting Hearing and Ordering Notice Download
24.2 Notice of Hearing on Representation of Insolvency and Schedule of Claims Download
24.3 Verification of Service Notice of Hearing on Representation of Insolvency and Schedule of Claims Download
24.4 Schedule of Claims Download
24.5 Continuation Schedule of Claims Download
24.6 Judgment Entry of Insolvency Download
102.15 Entry Filing Earlier Dated Will For Record Purposes Only Download
102.30 Interlocutory Order Denying Probate Of Will Download
102.40 Affidavit For Unknown Addresses Of Heirs Download
102.41 Notice By Publication Download
102.42 Waiver Of Right To Contest Will Download
104.03 Affidavit Finding One And The Same Person Download
104.04 Entry Finding One And The Same Person Download
104.30 Waiver Of Notice Of Hearing On Appointment Of Administrator Download
104.50 Application To Reopen And Qualify Fiduciary Download
104.51 Entry Granting Application To Reopen Estate Download
104.52 Report Of Distribution - Reopened Estate Download
105.30 Notice Of Insufficient Assets Download
106.40 Entry Continuing Hearing On Inventory Download
108.40 Election Of Surviving Spouse To Take Decedent's Entire Interest In Mansion House Download
110.58 Application To Deposit Funds In The County Treasury Download
110.59 Entry Authorizing Deposit Of Funds Download
110.60 Application For Payment Of Unclaimed Inheritance Download
110.61 Entry Ordering Payment Of Unclaimed Inheritance Download
110.62 Application for Payment of Unclaimed Funds Download
110.63 Entry Ordering Payment Of Unclaimed Funds Download
112.10 Notice Of Referral To Registered Land Examiner Download
113.01 Affidavit And Entry In Lieu Of Current Account Download
113.44 Application To Dispense The Filing Of The Inventory And Final Account, And To Discharge Fiduciary Download
113.45 Entry Dispensing With Filing The Inventory And Final Account, And Discharging Fiduciary Download
113.46 Status Report Download
115.54 Application To Create Trust and Approve Trust From Download
115.55 Entry Creating Trust and Approving Trust Form Download
200.09 Citation Download
200.10 Affidavit In Proof Of Service Download
200.11 Praecipe For Subpoena Download
200.13 Subpoena Download
200.17 Entry Setting Hearing For Entry Or Dismissal Download
200.18 Entry Setting Hearing For Entry or Dismissal Download
200.30 Application and Order to Prepare Transcript Download
200.31 Request for Digital Audio Copy of Hearing on CD Download
200.47 Written Request for Service on Motion to Seal or Unseal Records Download
200.60 Resignation Of Fiduciary Download
200.61 Entry Accepting Resignation Of Fiduciary Download
200.75 Entry Referring Case to Mediation Download
200.95 Fax Filing Cover Sheet Download
202.00 Entry Setting Hearing (Before Magistrate) Download
203.00 Entry Download
203.10 Application Requesting Permission To Broadcast, Televise, Photograph, Record Courtroom Proceedings Download
204.12 Order That Assets Remain In Hamilton County Ohio Download
204.16 Verification Of Bond Premium Download
205.00 Application To Admit Authenticated Record Download
205.01 Entry Admitting Authenticated Record Download
210.05 Consent To Payment Of Attorney Fees Download
210.06 Waiver Of Notice Of Hearing On Application For Attorney Fees And Consent To Payment Of Attorney Fees Download
210.07 Notice Of Hearing On Application For Attorney's Fees Download
210.09 Certificate of Fee Agreement Download
213.80 Entry Setting Hearing On Account Download
230.00 Entry Continuing Hearing Download
230.01 Entry Resetting Hearing Download
230.03 List Of Exhibits Download
231.23 List of Non-Probate Assets Download
45(D) Confidential Disclosure of Personal Identifiers Download
245.xx Application & Entry Extending Time For Filing Download
E-Mail Notification Request Download
7.0(A) Notice to Administrator of Medicaid Estate Recovery Program Download

Frequently Asked Questions

Questions can arise while you are looking for the content that you need. The following are common questions that have often been posed to our office.

Does A Fiduciary Need An Attorney?

Due to the complexity of the law and the legal process that is involved in estate administration, the Probate Court strongly recommends that all fiduciaries seek legal counsel. Good legal advice and guidance can expedite the probate process, prevent costly errors, and insure that the fiduciary is not cited by the Probate Court for the failure to properly perform his or her duties, or sued by beneficiaries for malfeasance.

What Are The Steps In A Full Administration?

All estates are not alike, and can differ for a number of reasons. An estate may be testate (with a Will) or intestate (without a Will). The nature, and ownership of assets can vary and so too does the procedure for transferring those assets. Next of kin vary and so do very important notice requirements. Sometimes the fiduciary must address issues of spousal rights or even issues of insolvency where the estate's debts exceed the estate's assets.

  • Because of these differences each estate is treated differently. As a general matter, the basic steps of administering an estate pursuant to Ohio law is as follows:
  • Application for authority to admit the Will to probate, if one exists, and for authority to administer the estate;
  • Appointment of a fiduciary; Gathering assets and obtaining appraisals as required;
  • Filing an Inventory in a timely manner;
  • Determining debts, the sufficiency of assets and the payment of creditors;
  • Timely filing of income tax returns, the Ohio Estate Tax return and the payment of taxes, if any;
  • Distribution of assets to beneficiaries;
  • Closing the estate by timely filing a final account or certificate of termination.

What Is A Release From Administration?

For dates of death on or after March 18, 1999, if the decedent's creditors will not be prejudiced and the probate estate consists of property of a gross value of $35,000, or less, the estate may be released from administration. When the surviving spouse is the sole beneficiary, and the probate estate consists of property of a gross value of $100,000, or less, the estate may be released from administration.

A release from administration is less complicated and may be completed more quickly than a full administration. If the estate asset is real property, however, you should consult with an attorney to avoid any costly errors.

What Is A Summary Release From Administration?

For decedents dying on or after August 28, 2000, there is an estate administration procedure called a "Summary Release from Administration".

This procedure is available if the estate assets do not exceed $45,000, and the applicant is the decedent's surviving spouse, who has paid the funeral bill or is obligated to do so, and who is also entitled to the entire allowance for support.

This procedure is also available where the applicant is not the surviving spouse, has paid or is obligated in writing to pay the decedent's funeral and burial expenses, and the value of the estate assets is the lesser of: $5,000 or the amount of the decedent's funeral and burial expenses.